Wealth Relationship Manager jobs in Noida

Role SummaryWe are seeking a proactive and customer-centric Virtual Relationship Manager (VRM) to manage and grow client relationships through digital and virtual channels. The role focuses on understanding client financial goals, recommending suitable mutual fund and online investment solutions, and driving revenue through upselling and cross selling all without physical meetings.Key...

Designation: - Client Relationship ManagerExperience: - 2-7 YearsLocation: - The Corenthum Sec -62 Noida (Onsite)Working Days: - Mon- SatShift Timing: - 10 Am-7 pmCTC: - Up to 4 LPACompany Website: - https://gbgev.com/Key ResponsibilitiesObjective: To build, strengthen, and sustain long-term client relationships while ensuring smooth delivery, client satisfaction, and business growth.1. Client...

Job DescriptionRole: Virtual Relationship Manager (Life Insurance)Purpose of the Role:The Virtual Relationship Manager (Life Insurance) will be responsible for onboarding, engaging, and servicing POSP/Advisor partners for Life Insurance products. The role focuses on driving sales growth, managing partner relationships, and ensuring smooth coordination between partners and internal teams for...

Overview: Person is responsible to handle luxury sales, such as villa / land to customers. This role involves prospecting, negotiating deals, and maintaining relationships with customers. The person should have in-depth knowledge of the residential property real estate market and possess strong sales and communication skills.Responsibilities:Lead Generation: Identify and research potential...

Vyn (pronounced “win”) is a new-age fintech venture building a world-class platform for international wealth investing. We are backed by a seed capital of $4M and led by two co-founders — Adesh Tyagi, a US-based serial entrepreneur and Rakesh Bhunatar, a fintech entrepreneur — bringing deep global and financial expertise to the table. We are a part of $1B US technology group, a headquartered...

Key Responsibilities Acquire new HNI / UHNI clients through referrals, market networking, and internal leadsManage and deepen relationships with an existing private wealth client bookUnderstand clients’ financial goals and provide tailor-made investment solutionsOffer advisory across products such as:Mutual FundsPMS / AIFEquity & Fixed IncomeBonds & Structured ProductsInsurance & Alternate...

No of role: 1 Immediate interview and hire opportunity Job Title: CSM (Client Services Manager) (Sales, Account Management, MSP, Procurement, Talent Acquisition, Client Relationship & Communication, Mexico, LATAM) Work Location: Noida, India Work Type: Onsite 5 days Working Hours: Night Shift (as per Mexico Time zone) Staffing Industry experience Education: Bachelor's degree Required...

CFP or NISM XA and XB preferred Location: Gurgaon HybridOrganisation: Moneyvesta Capital Services Private LimitedEmployment Type: Full Time About the Role We are hiring a Relationship Manager who will be responsible for converting qualified leads into clients and managing assigned client relationships on an ongoing basis. Clients will be allocated to you post onboarding, and you will remain...

Company: Motilal Oswal financial services limitedWe’re Hiring: Relationship Manager Position: Relationship ManagerLocation: Pune.Industry: anking & Broking, Finical services Job Description:We are looking for a dynamic and client-focused Relationship Manager to build and maintain strong relationships with our customers. The ideal candidate will be responsible for understanding client...

Wealth - Client Relationships Associate We're looking for highly responsive, empathetic, and customer-oriented individuals who are adept at providing seamless, high-touch service to HNI clients. This role is perfect for a proactive individual who thrive in a fast-paced environment and have a passion for building strong relationships with high-net-worth clients. You'll be the backbone of our...

Our Client: The client is a technology-enabled financial services firm operating in the wealth and investment advisory space. The organisation focuses on research-led advisory solutions for affluent clients, offering a diversified range of investment products while maintaining strong governance and compliance standards. Title: Relationship Manager (RM) Location: Gurgaon Education:...

This is regarding opening with a leading Wealth Manager Company as a Senior Manager/AVP/ DVP relationship -Wealth Management Designation: Senior Manager/AVP/ DVP Wealth Management Experience: 4+ years of work experience in sales wealth management Location: Mumbai/Bangalore/ Rajkot Job Role: - build and maintain long-term relationships with High Net-Worth Individuals (HNIs) by delivering...

Role Summary:The Customer Relationship Specialist is responsible for overseeing client relationships from initiation to completion, ensuring high levels of engagement, timely service delivery, and revenue growth. This role emphasizes the onboarding of clients, cultivating strong connections, and efficiently addressing issues and inquiries. Additionally, the specialist drives investment...

Wealth Manager | Partner BusinessJob OverviewWe are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly processes, platform and fantastic L&D team makes Wealth manager and RM partnership even stronger.Locations: Ahmedabad, Delhi, Mumbai & PuneRoles And Responsibilities-...

About CIBC India:CIBC India is a technology and operations hub in Hyderabad, where you’ll be part of our highly engaged and global team, and play a central role in supporting our growth. Whether you’re driving innovation in digital banking or streamlining client onboarding, you’ll be part of a culture recognized for excellence and investment in people. At CIBC India, people and progress are at...

About Yubi Market Yubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India.At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have therefore designed our platform likewise...

Job Description - As the Wealth Manager , you will be responsible for gaining a deep understanding of the clients' financial objectives & requirements and creating strategic recommendations w.r.t India based on this understanding. You will do so by building a strong relationship with our clients. You will be supported by Service RMs, who will help you with pre and post investment processes....

Very Urgent Mandate for a well reputed Private Wealth Management Organization for Mumbai location. (Local candidates preferred) S/VP-Wealth Management (Individual role) Only candidates from Banks, NBFC Or Wealth Management companies, having wealth products (MF, AIF, PMS, etc) selling experience are welcome. CTC: Up to 50 LPA Its a pure sales role of wealth products hence Operation,...

Job Title: Wealth ManagerLocation: Andheri & Thane, MumbaiMode: On-site Candidate must be NISM Equity & Derivatives certified.Role and Responsibilities:Responsible for sourcing new clients and developing strong relationships with existing clients to service them for their Equity, Debt & Derivative product portfolios.Cross-selling investment products like Mutual Funds, Insurance, PMS, AIF, NCDs,...

Role SummaryWe are looking for a driven Relationship Manager who will work as an individual contributor to acquire direct clients and build a strong network of Business Associates (BAs) / DSAs for Stock Broking and allied wealth products. The role demands strong on-field sales capability, relationship-building skills, and consistent achievement of individual and channel-based targets. Key...